Loan Administration & Documentation Specialist

Cache Valley Bank; Logan (UT); On-site; USD 38,000 - 52,000; Full time

Job summary

Cache Valley Bank is seeking a Loan Administrative Assistant to support the loan processing team. You will work with colleagues to clear exceptions discovered during loan input review and track them through pre- and post-loan processes.

You will assist with pre- and post-loan information gathering, participate in training across SBA, consumer, commercial and compliance areas, and ensure adherence to the bank's credit policy.

Qualifications

• Clear, accurate communication via email and phone.
• Ability to build simple worksheets and reports in Excel and other Microsoft Office products.
• Must have problem solving skills.
• Knowledge of loan documentation experience is helpful but not required.
• Sparak banking system experience preferred.
• Excellent customer service skills, outgoing, able to tactfully resolve issues as they arrive.
• Detail oriented, accurate and efficient.
• Team player who also displays individual initiative.
• Maintain the highest ethical standards as defined by Cache Valley Bank’s vision and values.

Responsibilities

• Works jointly with other loan administrative members to clear exceptions discovered during loan input review
• Track exceptions during pre and post-loan reviews. Clear exceptions once conditions are met
• Work closely with department supervisors, including assisting with pre and post-loan information gathering
• Some loan processing; may include training in SBA, consumer, commercial and compliance areas
• Must be very familiar with Cache Valley Bank’s credit policy
• Must work toward being on his or her own after 90 days and be capable of resolving loan documentation issues with lending teams through collaboration and interaction with the lending teams, compliance officers and with leadership within credit administration

Skills

Communication

Excel

Problem solving

Loan documentation

Sparak banking system

Customer service

Attention to detail

Teamwork

Ethics

Job description

Cache Valley Bank is seeking a Loan Administrative Assistant to support the loan processing team. You will work with colleagues to clear exceptions discovered during loan input review and track them through pre- and post-loan processes.

You will assist with pre- and post-loan information gathering, participate in training across SBA, consumer, commercial and compliance areas, and ensure adherence to the bank's credit policy.